401(k)
2022 plan-year 401(k) DOL Form 5500

Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Williams Bros. Healthcare Pharmacy, Inc. · Indiana · Retail Trade

What the 2023 filing shows

Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan holds $14M for 505 participants — about $28,127 per participant, down 11.9% over the 2022 plan year.

$14M
total plan assets (2022 EOY)
505
covered participants
$28,127
avg assets per participant
-11.9%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$14M
Participants
505
State
Industry
Retail Trade

What the Filing Says About Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan

Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Williams Bros. Healthcare Pharmacy, Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 505 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 351818445, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $14M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $14M, with reported net income of $-1,916,748 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$-1,916,748
Plan Type401(k)
Employer EIN351818445
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Williams Bros. Healthcare Pharmacy, Inc.)

Year Plans Participants Total Assets
2022 1 505 $14M
2023 1 547 $18M
2024 1 612 $22M

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Frequently Asked Questions

How much money is in the Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan holds $14M in total assets with 505 participants. It is sponsored by Williams Bros. Healthcare Pharmacy, Inc..
What type of plan is Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan?
Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 351818445.
Who sponsors the Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan?
Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan is sponsored by Williams Bros. Healthcare Pharmacy, Inc., located in Indiana. The sponsor's EIN is 351818445 and the plan operates in the Retail Trade industry.
How did Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan perform in 2022?
Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan declined by 11.9% during 2022, moving from $16M to $14M in total assets. Net income was $-1,916,748.
Where can I find official filings for Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan?
Official Form 5500 filings for Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351818445 or plan name at efast.dol.gov.
How does Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan compare to other plans?
You can compare Williams Bros. Healthcare Pharmacy, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 351818445.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.